
Barclays Reaffirms Their Buy Rating on Rio Tinto (RIO)
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Fletcher covers the Basic Materials sector, focusing on stocks such as Rio Tinto, BHP Group Ltd, and Vale SA. According to TipRanks, Fletcher has an average return of 0.9% and a 54.37% success rate on recommended stocks.
In addition to Barclays, Rio Tinto also received a Buy from TR | OpenAI – 4o's Gavin Steelwright in a report issued yesterday. However, on the same day, RBC Capital maintained a Hold rating on Rio Tinto (LSE: RIO).
Based on Rio Tinto's latest earnings release for the quarter ending December 31, the company reported a quarterly revenue of p26.86 billion and a net profit of p5.74 billion. In comparison, last year the company earned a revenue of p27.37 billion and had a net profit of p4.94 billion
Based on the recent corporate insider activity of 47 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of RIO in relation to earlier this year.

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Globe and Mail
2 minutes ago
- Globe and Mail
Undervalued and Profitable: 3 Artificial Intelligence (AI) Stocks for Buffett-Minded Investors
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A handful of AI stocks are arguably justifiable additions to Berkshire's portfolio based on their predictability, profitability, and of course, their potential upside. Here's a closer look at three such AI prospects that Buffett might actually approve of if given a closer look. They may be a good way of adding some AI exposure to your portfolio as well. Arm Holdings OK, Arm Holdings ' (NASDAQ: ARM) revenue and earnings may not be perfectly predictable from one quarter to the next. The company's top and bottom lines do reliably grow though, and it is reliably (and increasingly) profitable. ARM Revenue (Quarterly) data by YCharts. But what is it? This company is frequently categorized as a semiconductor stock, which isn't an inaccurate description. It's not a manufacturer in the same vein as Intel (NASDAQ: INTC) or Qualcomm, though. Rather, Arm only designs microchip architecture and then licenses this intellectual property to chipmakers that often outsource the production of these chips to a third-party manufacturer. For instance, Apple 's (NASDAQ: AAPL) latest iPhone processors are based on Arm's chip architecture, but this particular silicon is actually made (per Apple and Arm's specs) by a company called Taiwan Semiconductor Manufacturing (NYSE: TSM), also known as TSMC. Arm only collects a relatively small amount of revenue for every iPhone sold with its tech built into it. But since Arm incurs no production or distribution costs, this is high-margin revenue. Last fiscal year Arm Holdings turned $4 billion worth of sales into nearly $800 million worth of net income. Given the technological prowess of outfits like Intel, Apple, and Qualcomm, it seems strange that they should rely on -- and pay -- a company like Arm for something as relatively common as chip design. But it actually makes a lot of sense for a couple of reasons. First, all of Arm's know-how is patented, so using it would be illegal even if it is a logical and intuitive solution. And second, Arm's solutions are actually superior, particularly when it comes to power efficiency. Its cloud-computing data center processors require up to 60% less electricity than comparable processors from rivals, for example, answering one of data center operators' biggest frustrations. That's why Arm believes it could control as much as half of the data center processor market by the end of this year, up from only about 15% as of 2024. Taiwan Semiconductor Taiwan Semiconductor Manufacturing doesn't just make Apple's newest Arm-based iPhone processors. It manufactures high-performance chips for most of the major semiconductor names including Nvidia, Qualcomm, Advanced Micro Devices, and Broadcom -- just to name a few. 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The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $625,254!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,257!* Now, it's worth noting Stock Advisor's total average return is 1,036% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Berkshire Hathaway, DigitalOcean, Intel, Nvidia, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: short August 2025 $24 calls on Intel. 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Globe and Mail
9 hours ago
- Globe and Mail
Why Arm Holdings Stock Sank by Over 15% This Week
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Globe and Mail
12 hours ago
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